Client Intake Form for Beauty Businesses: Examples and Sections

A client intake form for beauty businesses should collect the information your team needs to prepare the appointment, personalise the service, and keep records easier to review later. You can turn those sections into digital consultation forms clients complete by link or QR code.

Use these sections as examples. Choose the fields your service needs, and have the appropriate professional review treatment-specific questions and consent wording.

Section 1: Client profile

Use this section to identify the client and keep contact details current:

• Full name
• Email address
• Mobile number
• Preferred contact channel
• Date of birth if relevant
• Address if required by your process

For returning clients, make this easy to confirm rather than forcing them through unnecessary typing.

Section 2: Appointment reason

This section explains why the client is booking:

• What service are you interested in?
• What are you hoping to improve or change?
• Is this a first visit or a returning appointment?
• Have you had this service with us before?
• Is there a specific practitioner you usually see?

These questions help the business prepare without relying on memory or message history.

Section 3: Relevant history

A focused history gives the team relevant details for the appointment. Tailor the questions to the work of your nail studio, aesthetic clinic, lash studio, PMU business or salon.

Examples include:

• Previous treatment history
• Product or treatment sensitivities
• Recent related services
• Current concerns
• Preferences from previous appointments
• Anything the practitioner should know before starting

Keep questions relevant to the service. Generic long forms create more admin than they remove.

Section 4: Preferences and communication

This section helps with service delivery and follow-up:

• Preferred appointment reminders
• Best channel for updates
• Product preferences
• Styling or treatment preferences
• Aftercare communication preference

This information supports a smoother client experience and more personal repeat visits.

Section 5: Consent, confirmation, and signature

Finish with clear confirmation wording:

• The information is accurate
• The client understands the service or consultation process
• The client agrees to relevant appointment policies
• Signature
• Date

If your business needs specific consent wording, use wording approved for your services and local requirements.

Make intake useful after submission

The form should not disappear after the client completes it. The response should be easy to review with the client record, appointment context, and future follow-up.

Managed Forms keeps forms, clients, and responses together so your team can review history without paper files or disconnected form folders.

Choose one service and build a short intake form for it. The practitioner still reviews the answers with the client before deciding whether to proceed. Forms and link or QR sharing are free; email and SMS delivery uses message credits.

Build a client intake form in Managed Forms

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